Purchases and Sales Made in Q2 2023 in Broadridge Financial Solutions, Inc. (BR)
This table provides information about the institutional ownership of Broadridge Financial Solutions, Inc. (BR) during Q2 2023. The information is specifically focused on institutions that hold shares of BROADRIDGE FINANCIAL SOLUTIONS, INC..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
1.42K+ 40.83% |
$199K - $235K
|
4.9K
$1.11M
|
|
Jul 26, 2023
Q2 2023
|
Oak Thistle LLC
|
BUY
|
- |
1.42KNew |
$198K - $235K
|
1.42K
$322K
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.41K+ 36.59% |
$198K - $234K
|
5.27K
$1.2M
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
BUY
|
- |
1.4KNew |
$196K - $232K
|
1.4K
$319K
|
|
Jul 12, 2023
Q2 2023
|
Bath Savings Trust CO
|
BUY
|
- |
1.4K+ 1.27% |
$196K - $232K
|
112K
$25.4M
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.4KNew |
$196K - $232K
|
1.4K
$318K
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
1.39KNew |
$195K - $231K
|
1.39K
$316K
|
|
Aug 09, 2023
Q2 2023
|
Souders Financial Advisors
|
BUY
|
- |
1.39KNew |
$194K - $230K
|
1.39K
$315K
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
1.38KNew |
$193K - $228K
|
1.38K
$313K
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.37KNew |
$192K - $228K
|
1.37K
$312K
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
1.35KNew |
$189K - $224K
|
1.35K
$307K
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.34KNew |
$188K - $222K
|
1.34K
$305K
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
1.34KNew |
$187K - $222K
|
1.34K
$304K
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.3K+ 28.69% |
$182K - $215K
|
5.83K
$1.33M
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.3KNew |
$181K - $215K
|
1.3K
$295K
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.29KNew |
$181K - $214K
|
1.29K
$294K
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
1.29KNew |
$180K - $213K
|
1.29K
$293K
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
BUY
|
- |
1.28KNew |
$179K - $212K
|
1.28K
$291K
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.28KNew |
$179K - $212K
|
1.28K
$290K
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.25KNew |
$175K - $207K
|
1.25K
$285K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.25K+ 6.78% |
$175K - $207K
|
19.6K
$4.47M
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.24KNew |
$174K - $206K
|
1.24K
$283K
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.24KNew |
$174K - $206K
|
1.24K
$282K
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.22KNew |
$171K - $202K
|
1.22K
$277K
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.22KNew |
$170K - $201K
|
1.22K
$276K
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.16K+ 13.27% |
$162K - $192K
|
9.87K
$2.24M
|
|
Jul 31, 2023
Q2 2023
|
Palmer Knight CO
|
BUY
|
- |
1.13K+ 3.19% |
$158K - $187K
|
36.5K
$8.3M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.12K+ 7.81% |
$156K - $185K
|
15.4K
$3.5M
|
|
Jul 13, 2023
Q2 2023
|
Walter Public Investments Inc.
Westmount, Z4 |
BUY
|
- |
1.11K+ 1.31% |
$156K - $184K
|
86.1K
$19.6M
|
|
Aug 08, 2023
Q2 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.1K+ 2.6% |
$154K - $182K
|
43.4K
$9.87M
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.09K+ 22.34% |
$153K - $181K
|
5.98K
$1.36M
|
|
Aug 14, 2023
Q2 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
1.05K+ 18.52% |
$146K - $173K
|
6.69K
$1.52M
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.01K+ 68.01% |
$142K - $168K
|
2.51K
$569K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
994+ 103.54% |
$139K - $165K
|
1.95K
$444K
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
983+ 19.27% |
$138K - $163K
|
6.08K
$1.38M
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
979+ 3.1% |
$137K - $162K
|
32.5K
$7.39M
|
|
Jul 21, 2023
Q2 2023
|
Meyer Handelman CO
|
BUY
|
- |
975+ 12.79% |
$136K - $161K
|
8.6K
$1.96M
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
955+ 13.86% |
$134K - $158K
|
7.85K
$1.78M
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
952+ 4.77% |
$133K - $158K
|
20.9K
$4.76M
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
948+ 9.95% |
$133K - $157K
|
10.5K
$2.38M
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
941+ 9.92% |
$132K - $156K
|
10.4K
$2.37M
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
934+ 54.62% |
$131K - $155K
|
2.64K
$601K
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
932+ 4.96% |
$130K - $154K
|
19.7K
$4.48M
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
900New |
$126K - $149K
|
900
$205K
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
870New |
$122K - $144K
|
870
$198K
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
850+ 15.53% |
$119K - $141K
|
6.33K
$1.44M
|
|
Aug 11, 2023
Q2 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
844+ 10.98% |
$118K - $140K
|
8.53K
$1.94M
|
|
Aug 11, 2023
Q2 2023
|
1623 Capital LLC
Alexandria, VA |
BUY
|
- |
793+ 1.27% |
$111K - $131K
|
63.2K
$14.4M
|
|
Jul 27, 2023
Q2 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
779New |
$109K - $129K
|
779
$177K
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
777+ 1.48% |
$109K - $129K
|
53.4K
$12.1M
|